Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 49 |
| 1 month | -0.031 | 0 | 24 |
| 3 months | 0.060 | 0 | 55 |
| 1 year | 0.174 | 0 | 47 |
| 3 years | -0.033 | 0 | 68 |
| 5 years | -0.018 | 0 | 55 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | -0.192 | — |
| 2022 | -0.298 | — |
| 2021 | -0.134 | — |
| 2020 | 0.433 | — |
| 2019 | 0.305 | — |
| 2018 | -0.211 | — |
| 2017 | 0.571 | — |
| 2016 | 0.000 | — |
| 2015 | -0.069 | — |
| 2014 | 0.064 | — |
| 2013 | 0.081 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.108 | — | — | — |
| 2024 | -0.011 | 0.029 | 0.205 | -0.073 |
| 2023 | 0.001 | -0.113 | -0.030 | -0.062 |
| 2022 | -0.181 | 0.018 | -0.244 | 0.113 |
| 2021 | -0.012 | 0.066 | -0.152 | -0.030 |
| 2020 | -0.140 | 0.221 | 0.139 | 0.198 |
| 2019 | 0.216 | -0.032 | -0.012 | 0.122 |
| 2018 | -0.014 | -0.026 | -0.059 | -0.126 |
| 2017 | 0.151 | 0.084 | 0.118 | 0.126 |
| 2016 | -0.042 | -0.010 | 0.148 | -0.082 |
| 2015 | 0.089 | 0.056 | -0.214 | 0.030 |
| 2014 | -0.024 | 0.033 | 0.003 | 0.053 |
| 2013 | -0.053 | -0.046 | 0.128 | 0.061 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | -0.051 |
| 5 years | -0.029 |
| 10 years | -0.002 |